Report Builder module for Perfex CRM 1.0

Module Features

1. Templates:
   • Template Management
   • Datasource Management: Relationships, Filters
   • Groups Management: Group By, Sort By
   • Sub-Total Management: Group By, Function, Columns Management
   • Columns Management: Columns, Label, Cell Type, Aggregation function
   • Cell Formatting Management: Columns, Label, Cell Type, Aggregation function
   • Settings: Appearance, Security, Titles
2. Report Management
3. Sharing Management
4. Settings:
   • General Settings: Appearance, Security, Titles
   • Category Management
5. Integration:
   • Inventory Management module for Perfex CRM
   • Purchase Management module for Perfex CRM
   • Omni Channel Sales module for Perfex CRM